Dupree Financial Group, LLC SR — SPIRE INC

Ownership history in Dupree Financial Group, LLC  ·  12 quarters on record

AI Ownership Summary

Dupree Financial Group, LLC reported SPIRE INC (SR) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows SR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dupree Financial Group, LLC's position in SPIRE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dupree Financial Group, LLC held SR — position size vs. price
% of Fund (quarterly)    SR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,391 — 0% 0.09% $258K 2026-10-09 $78.42
2026 Q2 UNCHANGED — — — 3,391 — 0% 0.10% $265K 2026-07-23 $81.66
2026 Q1 UNCHANGED — — — 3,391 — 0% 0.12% $307K 2026-04-23 $89.46
2025 Q4 UNCHANGED — — — 3,391 — 0% 0.10% $280K 2026-01-29 $82.38
2025 Q3 UNCHANGED — — — 3,391 — 0% 0.11% $276K 2025-10-29 $83.50
2025 Q2 UNCHANGED — — — 3,391 — 0% 0.10% $248K 2025-07-30 $70.41
2025 Q1 UNCHANGED — — — 3,391 — 0% 0.11% $265K 2025-04-30 $72.04
2024 Q4 UNCHANGED — — — 3,391 — 0% 0.11% $230K 2025-01-24 $64.88
2024 Q3 UNCHANGED — — — 3,391 — 0% 0.09% $228K 2024-10-22 $61.15
2024 Q2 UNCHANGED — — — 3,391 — 0% 0.09% $206K 2024-07-23 $60.24
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dupree Financial Group, LLC and SR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dupree Financial Group, LLC reported owning SR?

Dupree Financial Group, LLC reported SR across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SR position in Dupree Financial Group, LLC's portfolio?

The largest reported portfolio weight for SR was 0.12% in 2026 Q1.

What is the latest reported SR position on this page?

The most recent filing on this page is 2026 Q3, when Dupree Financial Group, LLC reported 3,391 shares, equal to 0.09% of portfolio, with an estimated market value of $258K.

What does the chart on this SR ownership page compare?

The chart compares Dupree Financial Group, LLC's quarterly SR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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